Who We Are

OnPath Private Client is a boutique wealth and investment management firm committed to delivering a unique and tailored “Standard of Care” to a very select group of uniquely successful corporate executives, families, and business owners in the Chicagoland area and around the country. Our mission is to be an essential partner to our clients by helping them define and pursue what is most meaningful in their financial lives. Our commitment to this mission is defined by our three core principles of a collaborative approach, tailored guidance, and personal attention.